Best-in-Class Technology Meets Best-in-Class Care
At Denver Private Wealth Management, we’ve carefully selected institutional partners that align with our core values: transparency, security, efficiency, and client-first service. Our relationships with Charles Schwab, Envestnet | Tamarac, and RightCapital ensure your accounts are held securely, your investments are managed efficiently, and your financial plan is built with clarity and precision, giving you best-in-class access to your financial information anytime, anywhere.
You Get the Best of Both Worlds
Our clients benefit from a seamless connection between people-powered advice and institution-powered technology.
Together, this creates an integrated, best-in-class experience tailored to your goals.
Account Custody with Charles Schwab
As one of the largest and most trusted custodians in the world, Charles Schwab safeguards your assets with top-tier security and industry-leading client protections. Schwab acts as the independent custodian of your investment accounts, meaning we manage your portfolio, but your assets remain securely held in your name by Schwab.
SIPC protection and robust account security
24/7 online account access via Schwab.com and mobile app
Detailed monthly statements and real-time account visibility
Trusted by over 34 million clients and institutions
Advanced Portfolio Management
with Envestnet | Tamarac
We leverage Tamarac, a cutting-edge portfolio and performance management platform, to deliver personalized reporting, real-time updates, and digital tools that empower your financial decision-making. Tamarac helps us serve you with more accuracy, transparency, and flexibility.
Secure, easy-to-use client portal with on-demand access to performance, holdings, and transactions
Consolidated reporting across multiple accounts and households for a complete financial view
Integrated plan tracking with mobile access for real-time, on-the-go visibility
Interactive Financial Planning with RightCapital
We use RightCapital as our financial planning software to help turn your goals into a clear, visual roadmap. This powerful planning platform allows us to model scenarios, track progress, and show how today’s decisions may impact your long-term financial future.
Goal-based planning with clear cash flow projections and visual insights
Interactive “what-if” scenario modeling for informed decision-making
Integrated retirement, tax, and legacy planning visuals
Secure client access that aligns your financial plan with your investment strategy
Need Help Accessing Your Accounts or Planning Tools?
Our team is happy to walk you through login support, security setup, and understanding your Schwab, Tamarac, or RightCapital access. Contact us anytime.
Graham Ditus
Tim Kulick, CPA®
Drew Kelleher, CFP®
